BAM
IXJ icon

Belpointe Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Belpointe Asset Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,038
Closed -$170K – 1977
2023
Q1 		$170K Sell
2,038
-245
-11% -$20.3K 0.01% 1014
2022
Q4 		$194K Buy
2,283
+80
+4% +$6.6K 0.01% 914
2022
Q3 		$166K Buy
2,203
+160
+8% +$12.9K 0.01% 917
2022
Q2 		$165K Sell
2,043
-116
-5% -$9.7K 0.01% 903
2022
Q1 		$189K Sell
2,159
-235
-10% -$19.9K 0.01% 934
2021
Q4 		$216K Sell
2,394
-224
-9% -$19.4K 0.01% 857
2021
Q3 		$219K Buy
2,618
+290
+12% +$25.1K 0.01% 814
2021
Q2 		$194K Sell
2,328
-204
-8% -$16.5K 0.01% 847
2021
Q1 		$195K Buy
2,532
+140
+6% +$10.8K 0.02% 760
2020
Q4 		$183K Buy
2,392
+9
+0.4% +$663 0.02% 727
2020
Q3 		$171K Buy
2,383
+323
+16% +$23.2K 0.02% 601
2020
Q2 		$142K Buy
+2,060
New +$139K 0.02% 628
2020
Q1 		– Sell
-1,547
Closed -$106K – 709
2019
Q4 		$106K Buy
+1,547
New +$100K 0.01% 764
2018
Q4 		– Sell
-1,611
Closed -$101K – 565
2018
Q3 		$101K Buy
+1,611
New +$97.3K 0.02% 640

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's IXJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 2,038 shares — an estimated $170K sold.

Belpointe Asset Management first reported a position in IXJ in Q3 2018 and held it in 14 quarters. The position peaked at $219K in Q3 2021. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,038 iShares Global Healthcare ETF shares in Q2 2023, an estimated $170K.
  • Belpointe Asset Management first reported a position in iShares Global Healthcare ETF in Q3 2018 and held it in 14 quarters.
  • Belpointe Asset Management's iShares Global Healthcare ETF position peaked at $219K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.